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Morgan Stanley shares owned by Clear Wave Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Clear Wave Wealth Management from 13F filings

Historical chart of Clear Wave Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Clear Wave Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Clear Wave Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $921k 5.6k 164.57

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Div Grwth (DGRO)
Jpmorgan Chase & Co Call Put Option
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Min Vol (USMV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Wave Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley